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Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest 6 months ago in  0 Awaiting Prioritization

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens 6 months ago in Client Management 0 In Discovery

Ability to prepare audited accounts

Please make this available ASAP.
Guest almost 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Reminders for signatures on Document portal

Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston over 1 year ago in Practice Management 0 Awaiting Prioritization

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest 6 months ago in Practice Management 2 In Discovery

Email signature personalisation

It would be useful to be able to replicate our email signature from outlook in elements so that clients can see that the emails have been sent from us and are legitimate. I can't currently figure out how to add pictures in to the signature settings.
Kelly Scutt about 1 year ago in Practice Management 0 In Discovery

Ability to redact pages

I have a small sole trade that has no balance sheet but I cannot simply remove that page, we need the ability to untick pages.
Wayne Glenton over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton over 1 year ago in Client Management 0 In Discovery

Add P11d as a service

Need to have P11d as a service so this will create a job with deadlines etc.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization